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iShares Global REIT ETF
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Overview Fund Activity

173 hedge funds and large institutions have $773M invested in iShares Global REIT ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
3.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
30
Increased
64
Reduced
51
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$47.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.3M
3
PCA
Personal Capital Advisors
California
+$12.9M
4
Morgan Stanley
Morgan Stanley
New York
+$11M
5
WPW
Waldron Private Wealth
Pennsylvania
+$6.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.9M
2
LFG
Larson Financial Group
Missouri
-$4.95M
3
LBA
Letko, Brosseau & Associates
Quebec, Canada
-$4.35M
4
RPSA
Richard P. Slaughter Associates
Texas
-$3.86M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
176
CAMG Solamere Management
North Carolina
– -$3.12M -149,315 Closed
Mirae Asset Global Investments
177
Mirae Asset Global Investments
South Korea
– -$3.03M -145,130 Closed
IDA
178
Intelligence Driven Advisers
California
– -$2.39M -114,663 Closed
PFM
179
Phillips Financial Management
Indiana
– -$2.86M -110,229 Closed
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
– -$2.13M -101,783 Closed
Truist Financial
181
Truist Financial
North Carolina
– -$1.52M -72,795 Closed
WI
182
Wintrust Investments
Illinois
– -$1.15M -55,006 Closed
Marshall Wace
183
Marshall Wace
United Kingdom
– -$323K -15,488 Closed
BHTS
184
Bar Harbor Trust Services
Maine
– -$270K -12,913 Closed
SFFS
185
Stonehage Fleming Financial Services
Jersey
– -$185K -8,875 Closed
CAN
186
Cetera Advisor Networks
California
– -$172K -8,222 Closed
PIMG
187
Patriot Investment Management Group
Tennessee
– -$28.6K -1,370 Closed
WB
188
West Bancorporation
Iowa
– -$19K -898 Closed
CCM
189
Covington Capital Management
California
– -$18K -844 Closed
CB
190
CNB Bank
Pennsylvania
– -$17K -799 Closed
CWP
191
CFM Wealth Partners
Texas
– -$11K -558 Closed
TFA
192
Transamerica Financial Advisors
Florida
– -$9K -401 Closed
SF
193
Synovus Financial
Georgia
– -$4K -197 Closed
LWA
194
Lowe Wealth Advisors
Maryland
– -$2K -112 Closed
EW
195
Evoke Wealth
California
– -$1K -56 Closed
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